Matunde 24

506 posts

Matunde 24

Matunde 24

@matunde24

None of you will believe until he loves for his neighbour what he loves for himself. Bless you all! Fan of season 24! Not my age!

United Kingdom Katılım Şubat 2020
39 Takip Edilen75 Takipçiler
nini
nini@nini_incrypto_·
下一只十倍会是谁呢? 第一波(半导体):NVDA、ARM、AMD、AVGO, INTC, TSM 第二波(存储芯片):MU、WDC、STX、SNDK 第三波(光模块/光通信):NOK、LITE、COHR、AAOI, GLW, CIEN, MRVL 第四波(AI算力&数据中心):IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL 第五波(网络设备):ANET、AVGO、MRVL、CSCO 第六波(电源/电网/温控):VRT、ETN、GEV、CEG, SMR, OKLO, VST 第七波(原材料/稀土):MP、USAR、UUUU、FCX、AA 第八波(太空航天):ASTS、RKLB、LUNR、PL 第九波(终局应用):TSLA、PLTR、SYM、SERV
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Matunde 24 retweetledi
Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
$SPCX makes $20B/year with $2 trillion valuation. Its revenue will 100x in a few years says $GS. These 20 companies will explode 10x-20x with $SPCX: LAUNCH & INFRASTRUCTURE 1. $RKLB (Rocket Lab) — Small satellite launcher, competes & complements SpaceX launch cadence 2. $ASTS (AST SpaceMobile) — Direct-to-cell satellite network, mirrors Starlink Mobile ambitions 3. $LUNR (Intuitive Machines) — NASA lunar lander contracts, Starship Moon mission ground support 4. $RDW (Redwire Space) — Manufactures solar arrays and hardware for satellites and space stations 5. $MNTS (Momentus) — In-space transportation, moves payloads after SpaceX delivers to orbit SATELLITES & CONNECTIVITY 6. $VSAT (Viasat) — Competing satellite broadband, acquires customers Starlink will absorb 7. $MAXR (Maxar Technologies) — Earth observation satellites, data sold to DoD & NRO like Starshield 8. $GILT (Globalink) — Satellite ground infrastructure connecting Starlink-adjacent networks 9. $IRDM (Iridium) — L-band satellite network, potential Starlink Direct-to-Cell displacement target 10. $TSAT (Telesat) — LEO broadband constellation, competes directly with Starlink globally DEFENSE & CLASSIFIED 11. $LMT (Lockheed Martin) — Pentagon space contracts, NRO partner overlapping Starshield territory 12. $NOC (Northrop Grumman) — Classified satellite buses, DoD space contracts Starshield competes for 13. $RTX (Raytheon) — Space-based missile defense systems, DoD customer SpaceX serves 14. $KTOS (Kratos Defense) — Satellite ground systems and space communication infrastructure SEMICONDUCTORS & COMPUTE 15. $NVDA (Nvidia) — AI chips powering orbital compute satellites, critical to AI1 constellation 16. $INTC (Intel) — TerFab chip factory partner in Texas alongside $SPCX and $TSLA 17. $AVGO (Broadcom) — Custom ASICs for satellite modems and RF communication chips GROUND SYSTEMS & POWER 18. $BSFC (Blue Safari) — Satellite ground station network enabling Starlink data offload 19. $EOSE (Eos Energy) — Grid-scale battery storage powering $SPCX launch facilities 20. $NEE (NextEra Energy) — Largest renewable energy provider supplying $SPCX launch & data centers I'm 100% adding $SPCX long term + 3 space leaders. ♻️ RESHARE this post and write 1 comment, I'll share my favorite SPACE stocks under $20 with you.
Michael | Hypermarkets tweet media
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Matunde 24
Matunde 24@matunde24·
@asklivermore Have to give my man the credit.. He timed this too well. On point! Well done.
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AskLivermore
AskLivermore@asklivermore·
I made the greatest call in the history of X.
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Matunde 24 retweetledi
Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
Noone is focused on $HPE earnings this week. In 1 month, $HPE spiked 125% from $20 → $45. Earnings is exactly like $DELL: • Revenue expected to surge 28% YoY to $9.77B one of the biggest growth quarters in HPE's history • Networking revenue already exploded 152% YoY in Q1 Juniper acquisition turned HPE into an AI networking powerhouse • Data center networking revenue specifically up 382.6% the AI buildout has found its backbone AI backlog crossed $5B and 64% of orders are enterprise/sovereign, NOT hyperscalers. That's durable, diversified demand • HPE raised full-year EPS guidance to $2.30–$2.50 and lifted networking revenue growth target to 68–73% • Networking operating margins hit 23.7% in Q1 if that holds tonight, this stock re-rates immediately • Q3 is expected to be the biggest AI revenue quarter tonight's print is just the setup, not the peak • HPE has beaten EPS estimates 88% of the time and revenue 75% of the time the base rate is on the bull's side ♻️ RESHARE this post and write 1 comment, I'll DM you my exact play for $HPE just like $DELL.
Michael | Hypermarkets tweet media
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Echo Analysis
Echo Analysis@EchoAnalysis·
$LAC - you are early. Price has reclaimed all short term MAs and is riding them up. Happy to buy more here, however wave B risk remains. If price finds resistance at the 0.618 Fib then a new low at $4.19 is possible. I would welcome it. As i would DCA and get a lower average. Wave 3 target: +233% within 2 years.
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Echo Analysis
Echo Analysis@EchoAnalysis·
Top 5 Stocks to Watch in June🚀 Charts primed for huge moves. $SOUN $ROOT $LAC $XPEV $CRWV
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CK Capital
CK Capital@CKCapitalxx·
For my current subs and future subs. This is what my paid sub will look like now for everyone. For those who love, full transparency, public portfolio, full entry, and exit prices, average price prices, price targets, etc. My paid subscription will offer all of that. I am basically turning it into a complete public portfolio for my paid subs so you guys can tagalong. Hope to have many gains coming.
CK Capital tweet media
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Matunde 24 retweetledi
Leopold Stock Tracker
Leopold Stock Tracker@LeopoldATracker·
The nuclear energy plays I want to drop could potentially deliver 20–50x returns from here, but they also carry significant risk because they're still in the early stages. Like, repost, and comment "NUCLEAR" if you're ready.
Leopold Stock Tracker@LeopoldATracker

I have a few nuclear energy plays on my radar, highly speculative, all with market caps under $5 billion. Anyone interested in seeing the list?

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Stoic Trades
Stoic Trades@stoicxtrades·
$CRWV Right after the falling wedge a bull flag... insane. Wave 3 target is at $263 - $309 per share. +144% from the current price.
Stoic Trades tweet mediaStoic Trades tweet media
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AskLivermore
AskLivermore@asklivermore·
Healthcare sector $XLV is setting up for the rotation. If price can continue holding above its 200daily moving average, it's a good defensive buy. Red days ahead, and healthcare will outperform. Our subs and I are in quite a few tickers from the lows like $LLY, $ABBV, etc. Always follow where the rotation is happening before everybody knows about it.
AskLivermore tweet media
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